Inside Account Manager - CA

Sales Petaluma, California


Duties and Responsibilities:

  • Sell Ygrene financing programs to our designated channel partners.
  • Establish productive, professional relationships with key personnel in designated partner accounts.
  • Develop business case with partner to demonstrate how our program generates additional profits and/or top line revenue for that partner. 
  • Earn the right with the partner to be their financing option of first choice.
  • Works directly with senior leadership, marketing and sales teams at each partner to ensure that they have the required information, sales tools and support.  
  • Proactively lead a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.
  • Proactively assess, clarify, and validate partner needs on an ongoing basis and secures information on competitive offerings being made to partners.
  • Sell through partner organizations to property owners in coordination with partner sales resources.
  • Responsible for securing sustained and effective co-marketing program including lead generation, lead capture, and financings.
  • Coordinate the involvement of Ygrene personnel, including support, marketing, and management resources, in order to meet partner performance objectives and partners’ expectations.
  • Ensure compliance with partner agreements
  • Perform special projects and research as assigned.
  • Perform other duties as assigned.



Knowledge, Skills, and Abilities:

  • Bachelor’s Degree preferred. 
  • 2 year or more Mortgage and Real Estate Experience a plus.
  • Experience in traditional consumer financing and alternative financing strategies such as P.A.C.E., leasing and Power Purchase Agreements (PPA’s) a plus.
  • Experience working with distributors, system integrators, value added re-sellers and manufacturer’s representatives plus.
  • Experience in the residential contractor, home improvement and energy efficiency market a plus.
  • Self-starter; ability to take the initiative to identify the top partners in each finance category and win the right to be their preferred financing partner.
  • Willingness and personality to train and support partner sales forces.
  • Attention to detail and ability to actively monitor channel partner activity.
  • Ability to identify new opportunities, product offerings, and refinements to process and effectively working with team members to develop these new initiatives while maintaining successful core partner sales efforts.
  • Willingness to participate in trade shows and other marketing events as part of partner’s marketing plan.
  • Managing sales reporting systems and delivering monthly and quarterly forecasts.
  • Bi-lingual in Spanish is a plus
  • No travel required. This is an inside position


Work Environment & Physical Requirements:

  • This position operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and filing cabinets.
  • Work environment is indoors with majority of time spent sitting at a desk.
  • Ability to stand, ben, stoop, sit, walk, twist and turn.
  • Ability to lift, up to 25 pounds occasionally.
  • Ability to use a computer keyboard and calculator.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  This document does not represent an employment contract.